LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
This Quarter Return
+7.49%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.28B
AUM Growth
+$3.28B
(+2.5%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-3.74%
Top 10 Holdings %
Top 10 Hldgs %
32.91%
Holding
646
New
36
Increased
97
Reduced
147
Closed
84
Top Buys
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$15.4M |
| 2 |
W.W. Grainger
GWW
|
$13.3M |
| 3 |
PX
Praxair Inc
PX
|
$8.04M |
| 4 |
WEX
WEX
|
$7.85M |
| 5 |
Unilever
UL
|
$4.58M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$9.5M |
| 2 |
Ecolab
ECL
|
$9.2M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
$5.28M |
| 4 |
AptarGroup
ATR
|
$4.68M |
| 5 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$4.12M |
Sector Composition
| 1 | Technology | 24.8% |
| 2 | Consumer Staples | 15.41% |
| 3 | Healthcare | 13.33% |
| 4 | Industrials | 12.66% |
| 5 | Consumer Discretionary | 9.48% |
